CRM Systems: The Heroes Standing Behind Their Functioning

by Josh Biggs in Software on 16th November 2020

Customer relationship management allows a business to automate interaction with customers and management of internal business processes. The main functions of CRM systems are collecting, storing, and using customer information. Customers are one of the most important assets of any company, and a competent communication strategy will help retain consumers and increase their loyalty. Having complete and up-to-date data for each customer, a company can organize effective customer support and manage its sales funnel. The use of CRM systems is suitable for any company involved in the sale of goods or the provision of services. You can read more about Dynamics developers here Here we will talk about CRM importance and the role of developers in its functioning.

Benefits of CRM Systems

  • Reduced costs and labor costs

CRM takes over a lot of routine operations that managers often had to deal with. Instead of maintaining a customer base manually, it is enough to set up an automatic recording of incoming requests in CRM. The client’s profile is analyzed automatically, statuses, and reminders are added there. This makes it unnecessary to constantly track every status. Moreover, thanks to the integration of additional widgets and modules for managing the sales process, a client can take fewer steps and achieve the target result.

  • Increased sales and profits

A salesperson has a detailed picture of each customer profile and  sale. The person applies effective sales approaches using knowledge about the most successful deals. Exchange of experience between colleagues takes place in the knowledge base – everyone can learn and add information about how to improve the volume of closed deals and speak correctly with clients. It is convenient to determine the best offers from the client’s profile and history of working with him. For example, sales based on preferences and purchase history increase the average check and overall profit.

  • Improved loyalty and quality of service

Thanks to the coordination and high precision of the sales department, buyers receive relevant offers. This approach increases the client’s satisfaction. The next time they need a product, they will return to the one who provided the smoothest sales process: the request is processed quickly, any communication channels are available, and a manager is tactful and punctual.

Thanks to the CRM functionality, the employee clearly sees what he needs to do, which organizations he has to work with, who to contact to resolve controversial issues with a particular company, and at what stage the contract is concluded.

What Kinds of CRM Do Exist?

  • Operational CRM – quick access to companies, data, contacts and projects.
  • Analytical CRM – reporting and data analysis from different angles (analysis of product sales success, the results of marketing, customer segments, and other possible options).
  • Collaborative CRM – improving the level of close communication organization with consumers, impacting customers on the internal processes of the company (surveys in order to improve a product or service quality, web pages so that customers can track the status of the order, SMS notification about events that are associated with a personal account, the ability for the customer to make a choice and order at present and other interactive chances).

This is general info about utilization of CRM software solutions.

Roles of Consultants and Developers Who Creates and Manages CRM

Consultants and developers are engaged in the correct implementation and use of CRM. This tool needs a good specialist, and then with his help CRM will be possible to change the company and lead it to success.

The developer is responsible for customizing CRM, developing and maintaining extensions, optimizing the system, and solving performance problems.

The consultant’s responsibilities include analyzing business processes, describing processes, developing conceptual solutions, configuring and setting up solutions in a CRM environment, maintaining and testing CRM-based systems, managing the scope of work and requirements in its area of ​​responsibility.

CRM minimizes the human factor, makes the processes clear and open. The company has a unified work style for all employees. For the client, this is the confidence that the service quality will be the best.

Role of Microsoft Dynamics developers In the CRM Systems

It is worth talking in more detail about the role of Microsoft Dynamics developer in CRM. Microsoft dynamics candidates should have strong knowledge of C# and JavaScript, as well as knowledge of SQL. The developer is engaged in the implementation of MS Dynamics CRM solutions so that they fully coincide with the goals of the customer’s business.

Other responsibilities of the MS Dynamics CRM developer include:

  • Implement Dynamics CRM solutions in other client business systems
  • Provide both coding and non-coding solutions according to business requirements
  • Day-to-day support and maintenance of the software applications following the approved policies and procedures

Source: Mobilunity

Microsoft Dynamics can make it easier to track internal business processes, help the business make more accurate decisions, and speed up an overall workflow. It is important to take into account that the integration of any system is a very serious step. Hiring dynamics CRM developer the client receives in-depth expertise and an effective solution.

Microsoft Dynamics developer can help with:

  • project management
  • human resource management
  • business intelligence and reporting
  • supply chain and distribution
  • sales and marketing
  • retail and other premises


The main goal of CRM implementation is to improve the level of customer satisfaction by analyzing the accumulated information about relationships with customers. With CRM a business can successfully take into account the personal wishes of customers using the least work of employees. Hiring a developer will help a business make a customer CRM fully compatible with your business goals and management processes by creating a custom extension or customizing the platform. CRM developers solve problems that are important not only for large corporations. On the contrary, the smaller the business, the more important it is to keep costs down. A business that takes these conditions into account brings the maximum for the success of the enterprise.

Categories: Software